Erie Indemnity Co
ERIE- Exchange
- Nasdaq
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0000922621
No open-market purchases or sales by Erie Indemnity Co insiders were filed in the last 90 days; 441 institutions reported holding it in 13F filings for Q2 2026, worth $5.01B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Erie Indemnity Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 286
- +41 vs. Q3 2022
- Shares held
- 16.8M
- +86.4K (+0.5%) vs. Q3 2022
- Total value
- $4.09B
- +$430.2M (+11.8%) vs. Q3 2022
- New holders
- 54
- 117 more added
- Sold out
- 13
- 77 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ERIE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 441 | $5.01B |
| Q1 2026 | 403 | $5.02B |
| Q4 2025 | 423 | $5.97B |
| Q3 2025 | 420 | $6.56B |
| Q2 2025 | 412 | $7.03B |
| Q1 2025 | 414 | $8.32B |
| Q4 2024 | 398 | $7.12B |
| Q3 2024 | 371 | $9.05B |
| Q2 2024 | 310 | $6.06B |
| Q1 2024 | 317 | $6.77B |
| Q4 2023 | 298 | $5.60B |
| Q3 2023 | 303 | $4.97B |
| Q2 2023 | 279 | $3.36B |
| Q1 2023 | 269 | $11.6B |
| Q4 2022 | 286 | $4.09B |
| Q3 2022 | 248 | $3.67B |
| Q2 2022 | 239 | $3.16B |
| Q1 2022 | 249 | $2.93B |
| Q4 2021 | 247 | $3.28B |
| Q3 2021 | 226 | $3.01B |
| Q2 2021 | 215 | $3.26B |
| Q1 2021 | 230 | $3.73B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Erie Indemnity Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Point72 Middle East FZE | 1,550 | $385.5K | 0.03% | +1,550 | New |
| BCJ Capital Management, LLC | 1,533 | $381.3K | 0.04% | +1,533 | New |
| Ade, LLC | 1,488 | $370.1K | 0.28% | 00.0% | Unchanged |
| Capula Management Ltd | 1,476 | $367.1K | 0.04% | +1,476 | New |
| Formidable Asset Management, LLC | 1,477 | $367.0K | 0.08% | −1,500−50.4% | Reduced |
| State of Michigan Retirement System | 1,432 | $356.2K | 0.00% | +100+7.5% | Added |
| Daiwa Securities Group Inc. | 1,419 | $353.0K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 1,346 | $334.8K | 0.01% | +46+3.5% | Added |
| TriaGen Wealth Management LLC | 1,337 | $332.5K | 0.18% | +12+0.9% | Added |
| Stifel Financial Corp | 1,326 | $329.8K | 0.00% | +421+46.5% | Added |
| MetLife Investment Management | 1,257 | $312.6K | 0.00% | −28−2.2% | Reduced |
| Two Sigma Advisers, LP | 1,200 | $298.5K | 0.00% | −2,800−70.0% | Reduced |
| Wolverine Trading, LLC | 1,195 | $297.0K | 0.01% | +1,195 | New |
| AIA Group Ltd | 1,167 | $290.3K | 0.02% | +1,167 | New |
| CIBC Asset Management Inc | 1,166 | $290.0K | 0.00% | −1,841−61.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,132 | $282.0K | 0.01% | +1,132 | New |
| Tower Research Capital LLC (TRC) | 1,088 | $271.0K | 0.01% | +896+466.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,080 | $268.6K | 0.09% | −280−20.6% | Reduced |
| Shell Asset Management Co | 1,026 | $255.0K | 0.01% | −66−6.0% | Reduced |
| Baird Financial Group, Inc. | 1,015 | $252.0K | 0.00% | +11+1.1% | Added |
| Simplex Trading, LLC | 1,013 | $251.0K | 0.01% | +994+5,231.6% | Added |
| National Asset Management, Inc. | 1,004 | $249.7K | 0.01% | +1,004 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1,000 | $248.7K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 938 | $233.3K | 0.00% | −699−42.7% | Reduced |
| Central Trust Co | 937 | $233.1K | 0.01% | +937 | New |
| Virtu Financial LLC | 939 | $233.0K | 0.03% | +939 | New |
| Raymond James Financial Services Advisors, Inc. | 927 | $230.6K | 0.00% | +17+1.9% | Added |
| Wellington Shields & Co., LLC | 872 | $216.9K | 0.05% | +872 | New |
| Veriti Management LLC | 872 | $216.9K | 0.03% | +872 | New |
| Cerity Partners LLC | 867 | $215.6K | 0.00% | +867 | New |
| PEAK6 Investments LLC | 830 | $206.4K | 0.01% | +830 | New |
| M&T Bank Corp | 814 | $202.5K | 0.00% | +814 | New |
| Trexquant Investment LP | 806 | $200.5K | 0.01% | +806 | New |
| Federation des caisses Desjardins du Quebec | 692 | $172.1K | 0.00% | +145+26.5% | Added |
| CNB Bank | 672 | $167.1K | 0.10% | −50−6.9% | Reduced |
| Ci Investments Inc. | 664 | $165.0K | 0.00% | −393−37.2% | Reduced |
| US Bancorp | 522 | $129.8K | 0.00% | +42+8.8% | Added |
| Parallel Advisors, LLC | 456 | $113.4K | 0.00% | +3+0.7% | Added |
| Banque Cantonale Vaudoise | 400 | $100.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 351 | $87.3K | 0.00% | −8−2.2% | Reduced |
| Gladius Capital Management LP | 257 | $63.9K | 0.02% | −11−4.1% | Reduced |
| JJJ Advisors Inc. | 239 | $59.4K | 0.02% | +4+1.7% | Added |
| State of Wyoming | 234 | $58.2K | 0.02% | +234 | New |
| Ossiam | 226 | $56.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 216 | $53.7K | 0.00% | −18−7.7% | Reduced |
| Quadrant Capital Group LLC | 212 | $52.7K | 0.01% | +6+2.9% | Added |
| National Bank of Canada | 92 | $22.9K | 0.00% | +4+4.5% | Added |
| Allworth Financial LP | 88 | $21.9K | 0.00% | +4+4.8% | Added |
| JFS Wealth Advisors, LLC | 68 | $16.9K | 0.00% | +1+1.5% | Added |
| Belpointe Asset Management LLC | 51 | $12.7K | 0.00% | +51 | New |
| Whittier Trust Co | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $12.0K | 0.01% | −24−32.9% | Reduced |
| Tandem Wealth Advisors LLC | 43 | $10.7K | 0.01% | +43 | New |
| Larson Financial Group LLC | 36 | $8.95K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 33 | $8.21K | 0.00% | +33 | New |
| Schubert & Co | 30 | $7.46K | 0.01% | +2+7.1% | Added |
| Dark Forest Capital Management LP | 25 | $6.22K | 0.00% | +25 | New |
| IFP Advisors, Inc | 26 | $6.00K | 0.00% | −105−80.2% | Reduced |
| Farther Finance Advisors, LLC | 24 | $5.97K | 0.00% | +24 | New |
| Versant Capital Management, Inc | 23 | $5.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $4.23K | 0.00% | +13+325.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 18 | $4.00K | 0.00% | +18 | New |
| First Horizon Advisors, Inc. | 13 | $3.23K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 16 | $3.00K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 12 | $2.98K | 0.00% | +7+140.0% | Added |
| Disciplined Investments, LLC | 9 | $2.24K | 0.00% | +1+12.5% | Added |
| Harbour Investments, Inc. | 9 | $2.24K | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 9 | $2.24K | 0.00% | +9 | New |
| Umb Bank N A | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 63 | $1.81K | 0.00% | +63 | New |
| Bell Investment Advisors, Inc | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 249 | $1.41K | 0.01% | +249 | New |
| Quent Capital, LLC | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $1.00K | 0.00% | +3 | New |
| Denali Advisors LLC | 4 | $995 | 0.00% | −23−85.2% | Reduced |
| Zions Bancorporation, N.A. | 4 | $995 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4 | $995 | 0.00% | +2+100.0% | Added |
| Baker Avenue Asset Management, LP | 4 | $995 | 0.00% | +4 | New |
| TCI Wealth Advisors, Inc. | 3 | $746 | 0.00% | +1+50.0% | Added |
| Earnest Partners LLC | 2 | $497 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $497 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $249 | 0.00% | −411−99.8% | Reduced |
| GWM Advisors LLC | 160 | $40 | 0.00% | +160 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 0 | $0 | 0.00% | −42,514−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −19,612−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −18,989−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,222−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,286−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −3,461−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −3,176−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −1,858−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |